Lead Management and Credit Monitoring

The video tutorial on Dispute Fox explains the process of converting leads into clients, starting with adding leads through various methods such as manual entry, web forms, and Zapier. It covers engaging leads with automatic emails and app invitations, conducting consultations, and importing credit reports. The tutorial also details reviewing reports, disputing items, and converting leads to clients by updating their status and assigning sales reps.

What is the initial phase for most customers in Dispute Fox?

• Credit Monitoring

• Consultation

• Lead

• Client

Which method is NOT mentioned for adding leads?

• Via email

• Using a direct link

• Manually adding them

• Through social media

Where can you find the option to add a consultation form to your website?

• Portal settings

• Actions tab

• Web forms under settings

• Lead dashboard

What happens once a lead is added to the system?

• A sales rep is assigned

• The lead is converted to a client

• An automatic email and tag are sent

• A consultation is scheduled

Where can you add the affiliate link for credit monitoring?

• Web forms under settings

• Lead dashboard

• Portal settings in the order report URL section

• Actions tab

What feature allows for seamless communication and engagement with leads?

• Automatic emails

• Live messaging functionality in the mobile app

• Web forms

• Zapier integration

What should you do if the credit monitoring logins are incorrect?

• Convert the lead to a client

• Assign a new sales rep

• Delete the lead

• Contact the customer for correct logins

What type of credit report is required for importing?

• One Bureau report

• Two Bureau report

• Three Bureau report

• Any type of report

What should you do after reviewing the credit report?

• Send an app invitation

• Save the report

• Convert the lead to a client

• Discard the report

What is the final step to convert a lead to a client?

• Assign a sales rep and an agent

• Send an automatic email

• Change their type from lead to client

• Update the lead's contact information